Julie Yue's Contact Details

Julie Yue's Company Details

Voyant

Austin, TX, US • 50 - 99 Employees
Software

Voyant is a top provider of collaborative financial planning and wealth management software for financial professionals and their clients. The company's product suite enables advisors to spend less time building plans and more time growing their business. Founded in 2006, Voyant was designed to be an unbiased, digital wealth management solution to simplify the planning process and enable "holistic and realistic" conversations. Since then, Voyant has served over 15,000 financial professionals and over 40,000 of their clients. Several of the world's top wealth management firms partner with Voyant including: Lincoln Financial, BMO Bank of Montreal, Lloyds Bank, CIBC, Toronto Dominion and Richardson Wealth. Further, Voyant is approved by many U.S. broker-dealers including: LPL Financial, J.W. Cole Financial, Lion Street Advisors, Madison Avenue Securities and William Joseph Capital Management. Combining cutting-edge technology and compelling visuals, Voyant turns advisors into consultants and provides clients with a clear and comprehensive view of their financial landscape. Incorporating "what-if" scenarios and real-life events, Voyant empowers advisors to interact on a new level with financial plans personalized to meet clients' unique goals. Voyant features include: - Retirement planning - Cash-flow planning - Investments & trusts - Goal planning & prioritization - Debt & mortgage - Monte Carlo - Tax analysis - Insurance needs